Financial Advisor

Full-Time - Sydney - CBD

Date posted
19 September 2020
Applications close
26 September 2019
  • Leading industry fund with over 2 million members,
  • CBD location - five-minute walk to Wynyard
  • We support our people to be at their absolute best at work.

Short Description
Do you want to feel valued in your work, knowing you are making a difference?

About Us
As one of Australia’s largest superannuation funds, Rest plays a role in the futures of around one in six working Australians. Our people are committed to delivering real benefits for our customers and making a difference as their fund for life – from their first job to their last. As a profit-to-member fund, we put our members first.
At Rest we have a culture built around our values, customer focus, collaboration, courage, integrity and trust. We empower our people to make a difference to our customers and in their own life. We are proud to offer benefits including an open plan modern working environment, health and wellbeing programs and tailored development plans to support you be the best you can be.

About the Job
Working in a highly collegiate and engaged team, where the focus is on delivering the best possible advice, whilst enabling you to bring your best to work and to develop as a professional.  Working with some of the best in the industry, you will be kept up to date with legislation, industry changes, and new strategies to everyday Australians. 
This role provides intra-fund advice to Rest members. This will generally be phone-based advice on a range of topics all relating to the members interest in Rest. This role requires understanding of the financial planning process in relation to the provision of advice. 

Acting in the best interest of our member, our goal is to provide quality, compliant advice.

Key responsibilities include:
  • Provide high quality intra-fund advice to Rest members within the scope of the advice service proposition and regulatory framework.
  • Complete Statements of Advice in relation to the intra-fund advice provided, and assist in the implementation of the advice with the Rest member as required. And to comply with the administration and record keeping obligations.
  • Identify the member’s financial planning needs.
  • Engage members via phone, for the advice discussion and implementation.
  • As required attend employer worksites for face to face advice.
  • Participate in proactive outbound campaigns on designated advice topics in conjunction with other internal business units.
  • Participate in regular training and keep up to date with legislation, industry changes, and new strategies and product changes/enhancements.

About You:
You have a collaborative team style and an understanding of the importance of delivering and ability to articulate the value of personal financial advice – in an easily understand manner. You take pride in your profession and want to feel valued for the work you do - knowing that it matters.
Requirements include:
  • Tertiary qualification in Financial Planning (must be a FASEA approved degree)
  • Maintained CPD in accordance with your qualification
  • Good understanding of the financial planning process
  • Exposure to financial planning software
  • Registered on the FAR register between 01/01/2016 and 01/01/2019 or be willing to undertake the requirements of a supervision program for a period of 12 months

At Rest we believe that everyone has the power to make a difference and we offer an inclusive and diverse environment that values the qualities and backgrounds that our people bring to the team. We encourage open and diverse thinking, collaboration, innovation and high performance.

If this sounds like you, apply now by submitting your resume and a covering letter summarising your experience and outlining why you are interested in the role.

Visit our website to learn more about your next opportunity at Rest to create happier tomorrows for our customers and in your own life at
Please note only people with the right to work permanently in Australia will be considered.

To apply, click on the “Apply Now” button, fill in the form, attach your CV and cover letter addressing the points above. We look forward to hearing from you.